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Nov 30 2025

10 Tips for Investing in Artificial Intelligence Stocks

Artificial intelligence is one of the biggest technology trends of our time. In this article, we share simple and clear steps for investing in AI stocks without the hype. Whether you’re new to tech investing or looking to sharpen your strategy, these tips will help you build confidence and think long term.

Written by David Thomas · Categorized: Insights · Tagged: artificial intelligence, investing tips, long-term investing, Mega Cap Tech, Portfolio Strategy, tech investing, Technology Stocks

Nov 23 2025

What This Week’s Sell-Off Really Tells Us About Tech

This week’s volatility revealed more about market structure than sentiment. The memo breaks down portfolio performance, why tech led both the sell-off and rebound, and the structural AI and digital-infrastructure trends that continue to drive long-term momentum.

Written by David Thomas · Categorized: Weekly Memo · Tagged: AI Infrastructure, Capital Expenditure, Equity Markets, Federal Reserve, Global Liquidity, Market Outlook, Market Volatility, Mega Cap Tech, Portfolio Strategy, Technology Stocks, Treasury Markets

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